Atw Companies 401(k) Plan
Sponsored by Atw Companies, Inc. · EIN 050234070 · Plan #002
- Total assets
- $21.7M
- Net assets
- $21.7M
- Active participants
- 164
- With balances
- 266
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney | Recordkeeping, Trustee (institutional), Other services | $39,059 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $27,398 |
| Sansiveri, Kimball & Co., L.L.P | Recordkeeping, Consulting (pension), Direct payment from the plan | $10,600 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees | $0 |